Common use of Application of Policy Clause in Contracts

Application of Policy. Nothing in this policy supersedes any provision of state law. Those Entities engaged in business with CalSTRS may also have reporting requirements underthe Political Reform Act, California Government Code section 81000 et seq. Also, board members who are either elected to the board by a CalSTRSconstituency or who are appointed to the board but also serve as an elected official of a local body are subject to Government Code section 84308, which prohibits the receipt, solicitation or direction of a campaign contribution of morethan $250 while a matter affecting a financial interest of the maker of the contribution is pending, and for three months following the date a decision is rendered on the matter. Section 84308 also requires recusal of the board member from any involvement in the matter if a contribution over $250 has been received within the preceding 12 months, unless the contribution was returned no later than 30 days from the time the board member knew or shouldhave known about the contribution and the matter involving the maker of the contribution. Reference: Ed. Code, § 22363; Gov. Code, §§ 82019, 82048; Cal. Code Regs., tit. 2, § 18700.3. History: Amended December 7, 2006; Amended June 6, 2007; Amended February 7, 2008; Amended April 8, 2016; Amended January 31, 2019; Amended January 31, 2020 [to reflect gender-neutral language and change the California Code of Regulations citations in subsection 5(b) from section 18943 to section 18933]; Amended November 5, 2021 [updated Sanctions for Violation of Policy section]. Pursuant to Section 4, subsection G, of the Teachers’ Retirement Board Governance Manual, entitled "Third Party Economic Interest Disclosure Policy", any Entity/Entities and its Key Personnel who engage in business with CalSTRS are required to make specific public disclosures.1 Entities and each of their Key Personnel must complete and file separate forms. The below identified Entity/Entities or its Key Personnel hereby make the following disclosures. (Please attach other sheets if more space is needed for disclosure and indicate enclosures.) SAMPLE Identification of Filer (Key Personnel or Entity – separate filings required) Investment Asset Class Number Street City/Locality State/Province Zip 1 See Teachers’ Retirement Board Governance Manual Section 4, subsection G (1)(a) and

Application of Policy. Nothing in this policy supersedes any provision of state State law. Those Entities entities engaged in business with CalSTRS may also have reporting requirements underthe under the Political Reform Act, California Government Code section 81000 et seq. Also, board Board members who are either elected to the board Board by a CalSTRSconstituency CalSTRS constituency or who are appointed to the board Board but also serve as an elected official of a local body are subject to Government Code section 84308, which prohibits the receipt, solicitation or direction of a campaign contribution of morethan more than $250 while a matter affecting a financial interest of the maker of the contribution is pending, and for three months following the date a decision is rendered on the matter. Section 84308 also requires recusal of the board Board member from any involvement in the matter if a contribution over $250 has been received within the preceding 12 months, unless the contribution was returned no later than 30 days from the time the board Board member knew or shouldhave should have known about the contribution and the matter involving the maker of the contribution. Reference: Ed. Code, § 22363; Gov. Code, §§ 82019, 82048; Cal. Code Regs., tit. 2, § 18700.3. History: Amended December 7, 2006; Amended June 6, 2007; Amended February 7, 2008; Amended April 8, 2016; Amended January 31, 2019; Amended January 31, 2020 [to reflect gender-neutral language and change the California Code of Regulations citations in subsection 5(b) from section 18943 to section 18933]; Amended November 5, 2021 [updated Sanctions for Violation of Policy section]. Pursuant to Section 4, subsection G, 600(H) of the Teachers’ ' Retirement Board Governance Policy Manual, entitled "Third Party Economic Interest Disclosure Policy", " any Entity/Entities and its Key Personnel who engage in doing business directly with CalSTRS are required to make specific public disclosures.1 Entities and each of their Key Personnel must complete and file separate forms. The below identified Entity/Entities or its Key Personnel hereby make the following disclosures. (Please attach other sheets if more space is needed for disclosure and indicate enclosures.) SAMPLE Identification of Filer (Key Personnel or Entity – separate filings required) Investment Asset Class Click to select Click to select Number Street City/Locality State/Province Zip 1 See Teachers’ Retirement Board Governance Manual Section 4, subsection G (1)(a) andZip 1. Disclosure of Campaign Contributions

Application of Policy. Nothing in this policy supersedes any provision of state State law. Those Entities entities engaged in business with CalSTRS may also have reporting requirements underthe under the Political Reform Act, California Government Code section 81000 et seq. Also, board Board members who are either elected to the board Board by a CalSTRSconstituency CalSTRS constituency or who are appointed to the board Board but also serve as an elected official of a local body are subject to Government Code section 84308, which prohibits the receipt, solicitation or direction of a campaign contribution of morethan more than $250 while a matter affecting a financial interest of the maker of the contribution is pending, and for three months following the date a decision is rendered on the matter. Section 84308 also requires recusal of the board Board member from any involvement in the matter if a contribution over $250 has been received within the preceding 12 months, unless the contribution was returned no later than 30 days from the time the board Board member knew or shouldhave should have known about the contribution and the matter involving the maker of the contribution. Reference: Ed. Code, § 22363; Gov. Code, §§ 82019, 82048; Cal. Code Regs., tit. 2, § 18700.3. History: Amended December 7, 2006; Amended June 6, 2007; Amended February 7, 2008; Amended April 8, 2016; Amended January 31, 2019; Amended January 31, 2020 [to reflect gender-neutral language and change the California Code of Regulations citations in subsection 5(b) from section 18943 to section 18933]; Amended November 5, 2021 [updated Sanctions for Violation of Policy section]. Pursuant to Section 4, subsection G, 600(H) of the Teachers’ ' Retirement Board Governance Policy Manual, entitled "Third Party Economic Interest Disclosure Policy", " any Entity/Entities and its Key Personnel who engage in doing business directly with CalSTRS are required to make specific public disclosures.1 Entities and each of their Key Personnel must complete and file separate forms. The below identified Entity/Entities or its Key Personnel hereby make the following disclosures. (Please attach other sheets if more space is needed for disclosure and indicate enclosures.) SAMPLE Identification of Filer (Key Personnel or Entity – separate filings required) Investment Asset Class Click to select Click to select Number Street City/Locality State/Province Zip 1 See Teachers’ Retirement CalSTRS Board Governance Manual Section 4Policy §600(H) for definitions of Entity, subsection G (1)(a) andEntities and Key Personnel. 1. Disclosure of Campaign Contributions

Application of Policy. Nothing in this policy supersedes any provision of state State law. Those Entities entities engaged in business with CalSTRS the System may also have reporting requirements underthe under the Political Reform Act, California Government Code section 81000 et seq. Also, board Board members who are either elected to the board Board by a CalSTRSconstituency CalSTRS constituency or who are appointed to the board Board but also serve as an elected official of a local body are subject to Government Code section 84308, which prohibits the receipt, solicitation or direction of a campaign contribution of morethan more than $250 while a matter affecting a financial interest of the maker of the contribution is pending, and for three months following the date a decision is rendered on the matter. Section 84308 also requires recusal of the board Board member from any involvement in the matter if a contribution over $250 has been received within the preceding 12 months, unless the contribution was returned no later than 30 days from the time the board Board member knew or shouldhave should have known about the contribution and the matter involving the maker of the contribution. Reference: Ed. Code, § 22363; Gov. Code, §§ 82019, 82048; Cal. Code Regs., tit. 2, § 18700.3. History: Amended December 7, 2006; Amended June 6, 2007; Amended February 7, 2008; Amended April 8, 2016; Amended January 31, 2019; Amended January 31, 2020 [to reflect gender-neutral language and change the California Code of Regulations citations in subsection 5(b) from section 18943 to section 18933]; Amended November 5, 2021 [updated Sanctions for Violation of Policy section]. Pursuant to Section 4, subsection G, 600.H. of the Teachers’ ' Retirement Board Governance Policy Manual, entitled "Third Party Economic Interest Disclosure Policy"of Campaign Contributions, Charitable Contributions, and Gifts, Recusal Requirement, and Ban on Specified Gifts" any Entity/Entities party and its Authorized/Key Personnel who engage engages in business with CalSTRS are for gain is required to make specific public disclosures.1 disclosures. Contracting Entities and each of their Authorized/Key Personnel must complete and file separate forms. The below identified Entity/Entities party or its Authorized/Key Personnel hereby make the following disclosures. (Please attach other sheets if more space is needed for disclosure and indicate enclosures.) SAMPLE Identification of Filer (Key Personnel or Entity – separate filings required) Relationship Category Investment Asset Class Number Street City/Locality State/Province Zip 1 See Teachers’ Retirement Board Governance Manual Section 4, subsection G (1)(a) andSAMPLE 1. Disclosure of Campaign Contributions